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Badger Meter

416 hedge funds and large institutions have $4.25B invested in Badger Meter in 2024 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 152 increasing their positions, 142 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 30

68% more call options, than puts

Call options by funds: $6.13M | Put options by funds: $3.64M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6% more funds holding

Funds holding: 394416 (+22)

7% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 142

3% more capital invested

Capital invested by funds: $4.12B → $4.25B (+$131M)

1.29% less ownership

Funds ownership: 91%89.72% (-1.3%)

Holders
416
Holders Change
+22
Holders Change %
+5.58%
% of All Funds
5.99%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
55
Increased
152
Reduced
142
Closed
30
Calls
$6.13M
Puts
$3.64M
Net Calls
+$2.49M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$864M +$27.2M +176,978 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$595M +$3.49M +22,707 +0.6%
State Street
3
State Street
Massachusetts
$257M -$7.99M -52,003 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$120M +$6.01M +39,095 +6%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$108M -$1.59M -10,342 -2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$107M -$4.73M -30,799 -4%
Kayne Anderson Rudnick Investment Management
7
Kayne Anderson Rudnick Investment Management
California
$98.5M -$737K -4,797 -0.8%
Morgan Stanley
8
Morgan Stanley
New York
$96.8M -$30M -195,210 -25%
JP Morgan Chase
9
JP Morgan Chase
New York
$91M -$16.3M -106,391 -16%
Invesco
10
Invesco
Georgia
$86.4M -$42.5M -276,930 -34%
Goldman Sachs
11
Goldman Sachs
New York
$62.3M -$1.91M -12,408 -3%
Northern Trust
12
Northern Trust
Illinois
$54.6M -$879K -5,725 -2%
UBS AM
13
UBS AM
Illinois
$53M +$863K +5,621 +2%
KBC Group
14
KBC Group
Belgium
$52.5M -$18.6K -121 -0%
Norges Bank
15
Norges Bank
Norway
$52.4M +$2.61M +16,977 +6%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$51M -$5.12M -33,345 -10%
Charles Schwab
17
Charles Schwab
California
$49.7M +$2.94M +19,124 +7%
N
18
Nuveen
North Carolina
$45.8M +$7.07M +46,047 +19%
CAM
19
Congress Asset Management
Massachusetts
$45.1M +$5.35M +34,817 +14%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$43.1M +$437K +2,842 +1%
BTW
21
Boston Trust Walden
Massachusetts
$40.4M -$232K -1,508 -0.6%
Allianz Asset Management
22
Allianz Asset Management
Germany
$40.2M -$980K -6,379 -3%
Amundi
23
Amundi
France
$36M +$529K +3,441 +2%
First Trust Advisors
24
First Trust Advisors
Illinois
$35.5M +$2.7M +17,557 +9%
Victory Capital Management
25
Victory Capital Management
Texas
$33.8M -$6.26M -40,750 -16%

BMI Hedge Fund Activity: Q1 2024 in Review

416 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Badger Meter (BMI) for Q1 2024, worth a combined $4.25B — up 3.2% from $4.12B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new BMI positions and 30 closed out — a net gain of 25 holders — while 152 added to existing stakes and 142 trimmed.

The largest buyer was BlackRock, adding an estimated $27.2M. The largest seller was Invesco, cutting an estimated $42.5M.

  • 416 institutional investors held Badger Meter (BMI) as of Q1 2024, up from 394 in Q4 2023.
  • Funds reported $4.25B of Badger Meter stock for Q1 2024, up 3.2% quarter-over-quarter.
  • 55 funds opened new Badger Meter positions in Q1 2024 and 30 closed out, a net change of +25 holders.
  • The largest Badger Meter buyer in Q1 2024 was BlackRock, an estimated $27.2M added.
  • The largest Badger Meter seller in Q1 2024 was Invesco, an estimated $42.5M sold.

Based on aggregated 13F filings for Q1 2024.